B2B SaaS5.0 · 50 ratings

Investor Due Diligence Response

**Role:** Founder responding to investor DD. **Context:** Investor: [name]. They've sent a DD list (e.g., metrics, cohorts, cap table, chur…

Role-BasedChain-of-Thought

Prompt

**Role:** Founder responding to investor DD.

**Context:** Investor: [name]. They've sent a DD list (e.g., metrics, cohorts, cap table, churn, customer references, financials, contracts). You have all of it but need to package it.

**Task:** Produce the response package. Cover letter (1 page, summarizes the company state). DD index (every item with where it lives in the data room). Metrics deck (the standard SaaS metrics + customer cohort + retention curves). Customer references (3-5 customers with intro). Risk section (the 3 things they'd ask anyway, addressed head-on).

**Constraints:** Lead with the risks they'd ask · cohort retention shown · references warm before introduced.

**Output format:** Cover letter + DD index + metrics outline + risks section.

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